AI Buyer Insights:

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Michelin, an e2open customer evaluated Oracle Transportation Management

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Michelin, an e2open customer evaluated Oracle Transportation Management

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

Grassi
Location
50 Jericho Quadrangle, Ste. 200,
Jericho, 11753, NY,
United States
Website
https://www.grassiadvisors.com/
Phone
1 516-256-3500
Artw industry
Professional Services
Employee
Revenue

Grassi Technographics

Grassi Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Grassi and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 550 Grassi employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Grassi has purchased the following applications: Wolters Kluwer CCH Axcess Tax for Tax Management in 2024, KnowBe4 HRM+ for Learning and Development in 2023, Microsoft 365 for Collaboration in 2021 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Grassi is running and its propensity to invest more and deepen its relationship with Wolters Kluwer , KnowBe4 , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Grassi revenues, which have grown to $133.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Grassi intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Grassi Tech Stack and Enterprise Applications

Grassi ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Wolters Kluwer Legacy Wolters Kluwer CCH Axcess Tax Tax Management ERP n/a 2024 2024
In 2024, Grassi implemented Wolters Kluwer CCH Axcess Tax. The deployment targeted core tax preparation workflows across the firm in the United States and is categorized under Tax Management, focusing on standardizing return preparation and data ingestion processes. Grassi leveraged Wolters Kluwer CCH Axcess Tax together with the CCH Axcess Tax Transfer API to automate Excel data imports and enforce standardized templates. The implementation emphasized data ingestion and template governance, using API-driven mapping and validation to populate return forms and reduce manual entry during tax preparation and review. Integrations consisted of automated Excel file transfer into CCH Axcess Tax via the Transfer API, creating a direct data path from preparer spreadsheets into the tax application. Operational coverage included firmwide US tax teams and commodity tax return workflows, aligning template standardization with existing review and signoff processes. Governance changes focused on centrally managed templates and API-based import controls to improve consistency across offices. According to the Wolters Kluwer case study, the API-driven automation delivered an estimated time savings of 30 to 90 minutes per return and improved accuracy and consistency across the firm in the United States.
Grassi HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
KnowBe4 Legacy KnowBe4 HRM+ Learning and Development HCM n/a 2023 2023
Grassi Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2021 2021
Collaboration Collaboration 2023 2023
Grassi Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Content Management Content Management 2023 2023
Web Content Management Content Management 2023 2023
Grassi CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Account Based Marketing CRM 2025 2025
Digital Advertising Platform CRM 2024 2024
Digital Advertising Platform CRM 2024 2024
Marketing Analytics CRM 2024 2024
Marketing Automation CRM 2023 2023
Marketing Automation CRM 2023 2023
Marketing Automation CRM 2024 2024
Tag Management CRM 2023 2023
Tag Management CRM 2023 2023
Tag Management CRM 2023 2023
Tag Management CRM 2025 2025
Grassi ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2024 2024
Grassi PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2023 2023
Apps Development PaaS 2024 2024
Test Automation Platform PaaS 2024 2024
Grassi IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2023 2023
Content Delivery Network IaaS 2024 2024
Digital Workspace IaaS 2020 2020
Domain Name System (DNS) IaaS 2020 2020
Domain Name System (DNS) IaaS 2021 2021
Grassi CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2023 2023
Secure Email Gateways (SEGs) CyberSecurity 2021 2021

IT Decision Makers and Key Stakeholders at Grassi

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Grassi Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Grassi IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Grassi digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Grassi Technographics
Grassi is a Professional Services organization based in United States, with around 550 employees and annual revenues of $133.0 million.
Grassi operates a diverse technology stack with applications such as Wolters Kluwer CCH Axcess Tax, KnowBe4 HRM+ and Microsoft 365, covering areas like Tax Management, Learning and Development and Collaboration.
Grassi has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Wolters Kluwer, KnowBe4 and Microsoft.
Grassi recently adopted applications including Zoominfo Platform in 2025, Google Remarketing in 2025 and Wolters Kluwer CCH Axcess Tax in 2024, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Grassi’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Grassi’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Grassi technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.